Posts in Trusts

May 30 Do I need a trust plan as part of my estate plan?

How can I tell if my client needs a trust ? I give them a “quiz”. The answers to the questions help me understand the client’s ...

Nov 21 Do I need a trust?

Top Five Reasons Why You Need A Trust I am often asked “ what is a trust? ” and “why do I need one?” Here are five reasons why ...